401(k) Plans

19,321 topics in this forum

1. TPA/Administrator question--

   By Karoline Curran, October 15, 2018
   • 14 replies
   • 1.9k views
   • 
   • ESOP Guy
   • October 16, 2018

2. 414s Compensation

   By Guest Michele Ciz, October 12, 2010
   • 1 reply
   • 1.9k views
   • 
   • Tom Poje
   • October 12, 2010

3. Form 5500 reporting and uncashed checks

   By cpc0506, May 15, 2018
   • 6 replies
   • 1.9k views
   • 
   • Bob the Swimmer
   • May 16, 2018

4. deferring on severence pay

   By Guest SueM382, March 21, 2007
   • 2 replies
   • 1.9k views
   • 
   • david rigby
   • March 22, 2007

5. Statutory Employees

   By Guest Giovanni, January 21, 2002
   • 3 replies
   • 1.9k views
   • 
   • Guest
   • January 21, 2002

6. Is it discriminatory in a self-directed plan to offer an investment wi

   By Guest Tara Curran, March 28, 2001
   • 3 replies
   • 1.9k views
   • 
   • actuarysmith
   • April 2, 2001

7. 60-63 Catch-ups Automatically Incorporated Relius Documents

   By austin3515, September 8, 2024
   • 22 replies
   • 1.9k views
   • 
   • austin3515
   • September 18, 2024

8. Exclude some NHCE from discretionary match in SH plan

   By BG5150, November 26, 2019
   • 9 replies
   • 1.9k views
   • 
   • BG5150
   • November 27, 2019

9. Lump sum rec'd but not the entire account balance

   By Guest Iwonder, March 23, 2006
   • 7 replies
   • 1.9k views
   • 
   • WDIK
   • March 31, 2006

10. Excess Deferrals in two plans

    By Guest lforesz, February 13, 2002
    • 3 replies
    • 1.9k views
    • 
    • Mike Preston
    • February 13, 2002

11. Why not allow everyone in for elective deferrals?

    By Peter Gulia, February 22, 2021   

    • long-term part-time employee
    • 14 replies
    • 1.9k views
    • 
    • Planit 401k
    • February 26, 2021

12. state law

    By stevena, October 12, 2005
    • 7 replies
    • 1.9k views
    • 
    • Locust
    • October 13, 2005

13. Overpayment / EPCRS

    By austin3515, September 14, 2012
    • 3 replies
    • 1.9k views
    • 
    • SheilaD
    • September 15, 2012

14. Money Purchase Contribution

    By Alex Daisy, November 20, 2008
    • 10 replies
    • 1.9k views
    • 
    • John Feldt ERPA CPC QPA
    • November 23, 2008

15. Super top heavy minimum contribution for a profit shating plan

    By Guest Pat Metallic, September 22, 2000
    • 3 replies
    • 1.9k views
    • 
    • david rigby
    • September 25, 2000

16. Can an employee continue to defer while on short term disability?

    By Guest CHRISTA, November 20, 2000
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • November 20, 2000

17. Proving a Hardship

    By Guest pentex, July 19, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • July 19, 2001

18. Naming of Plan Administrator

    By TPA Bob, July 23, 2014
    • 13 replies
    • 1.9k views
    • 
    • david rigby
    • July 24, 2014

19. 401(k) Out-of-compliance in Plan's first year

    By Guest KAGEM, May 7, 2002
    • 7 replies
    • 1.9k views
    • 
    • mbozek
    • May 7, 2002

20. how much TIME???????

    By Guest kase59, April 17, 2001
    • 6 replies
    • 1.9k views
    • 
    • Guest
    • April 18, 2001

21. Investing In Real Estate?

    By austin3515, July 26, 2010
    • 3 replies
    • 1.9k views
    • 
    • JRN
    • July 27, 2010

22. I have an established 401(k) Plan that uses prior year testing. This

    By Guest Amy Keen, November 28, 2000
    • 10 replies
    • 1.9k views
    • 
    • MR
    • November 29, 2000

23. Distribution - ineligible?

    By kimso, November 13, 2023
    • 6 replies
    • 1.9k views
    • 
    • david rigby
    • January 19, 2024

24. Partnership rules for 402(g) - non-calendar Partner Year?

    By Guest Chaffee, July 7, 2004
    • 8 replies
    • 1.9k views
    • 
    • Guest
    • July 13, 2004

25. Tipped Employees and Deferrals

    By katdmin, January 18, 2022
    • 6 replies
    • 1.9k views
    • 
    • katdmin
    • January 26, 2022

26. Possible to request/receive specific plan provision approval to be included in IRS' favorable letter?

    By Guest Twitch, September 25, 2003
    • 8 replies
    • 1.9k views
    • 
    • GBurns
    • September 30, 2003

27. Plan loans issued at interest rate below the rate in the Plan Document

    By Guest Gary Stadtmauer, December 26, 2000
    • 3 replies
    • 1.9k views
    • 
    • Guest
    • January 5, 2001

28. Qualified Birth and Adoption

    By austin3515, June 11, 2021
    • 8 replies
    • 1.9k views
    • 
    • Luke Bailey
    • June 15, 2021

29. 5% Owner

    By cammy9, January 14, 2016
    • 6 replies
    • 1.9k views
    • 
    • Mike Preston
    • January 15, 2016

30. Permissive aggregation for coverage testing

    By Guest Phil L, May 14, 2001
    • 1 reply
    • 1.9k views
    • 
    • Guest
    • May 15, 2001

31. Loans and fees

    By Guest CAM223, March 30, 2004
    • 6 replies
    • 1.9k views
    • 
    • maverick
    • April 7, 2004

32. Distribution payable to alternate payee and another person?

    By Guest, August 15, 2000
    • 5 replies
    • 1.9k views
    • 
    • Guest
    • August 16, 2000

33. Abusing the match safe harbor: Does low NHCE participation result in

    By Guest michaelv, April 2, 2001
    • 4 replies
    • 1.9k views
    • 
    • Guest
    • April 2, 2001

34. More IRC 404 deductibility questions

    By Guest JL, March 7, 2000
    • 2 replies
    • 1.9k views
    • 
    • davef
    • March 8, 2000

35. Rolling Over Loans

    By Guest andmik, July 16, 2002
    • 4 replies
    • 1.9k views
    • 
    • Kirk Maldonado
    • July 17, 2002

36. IRC 318 stock attribution in year of divorce...

    By jaemmons, March 9, 2004
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • March 9, 2004

37. 401(k) eligibility date

    By Guest Tara Curran, September 5, 2002
    • 2 replies
    • 1.9k views
    • 
    • 2muchstress
    • September 6, 2002

38. QNEC to fix failed ADP

    By Guest EPS2, February 5, 2008
    • 2 replies
    • 1.9k views
    • 
    • Guest
    • February 6, 2008

39. Is reversion a prohibited transaction in the truest sense of the word?

    By Guest SBlack, December 28, 2000
    • 1 reply
    • 1.9k views
    • 
    • david rigby
    • December 28, 2000

40. Technical Advice Memorandum re Specifically-Named EEs?

    By Guest TaxedToDeath, July 14, 2014
    • 10 replies
    • 1.9k views
    • 
    • KJohnson
    • July 17, 2014

41. Employer Fails to Change Employee 401(k) Contribution Rate. Is Correc

    By LCARUSI, January 25, 2001
    • 2 replies
    • 1.9k views
    • 
    • Earl
    • January 29, 2001

42. Late Deposits as a Result of Investment Firm Error?

    By Leopurrd, October 31, 2005
    • 10 replies
    • 1.9k views
    • 
    • LANDO
    • January 16, 2013

43. Controlled Group

    By Guest Twinky, June 2, 2008
    • 8 replies
    • 1.9k views
    • 
    • BG5150
    • June 9, 2008

44. definition of compensation

    By mariemonroe, April 3, 2008
    • 1 reply
    • 1.9k views
    • 
    • Kevin C
    • April 9, 2008

45. ADP refunds and 401(g) refunds

    By Guest DWH, May 2, 2007
    • 1 reply
    • 1.9k views
    • 
    • Tom Poje
    • May 3, 2007

46. hardship withdrawal

    By Guest Janet, November 5, 1998
    • 2 replies
    • 1.9k views
    • 
    • david shipp
    • November 6, 1998

47. Waiving a death benefit

    By austin3515, September 17, 2020
    • 5 replies
    • 1.9k views
    • 
    • Luke Bailey
    • September 18, 2020

48. OFF Calendar Plan Year and 402g Limits

    By Pammie57, October 19, 2021
    • 6 replies
    • 1.9k views
    • 
    • BG5150
    • October 20, 2021

49. Qnec

    By Guest Cricket1, September 20, 2002
    • 1 reply
    • 1.9k views
    • 
    • Blinky the 3-eyed Fish
    • September 20, 2002

50. Hardship Withdrawals Leading to Excess Match?

    By Guest GmcyWT, October 19, 2011
    • 3 replies
    • 1.9k views
    • 
    • masteff
    • October 20, 2011